Other · DOL Form 5500 · 2024

Bay Village of Sarasota Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
141
Participants Small participant base
36th
Percentile by assets National rank
$25,333
Avg per participant Low balance/head
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Official DOL plan name: Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan · Sponsored by Bay Village of Sarasota Inc. · Florida · Healthcare & Social Assistance

$4M in assets, 141 participants

Bay Village of Sarasota Inc.'s Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan reported $4M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 36th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,363 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan covers 141 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#6,363
in Healthcare & Social Assistance (16,916 peers)
+7.6%
assets growth YoY

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,572,009 36th percentile higher than 36% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan reported net income fell from $309K in the plan year 2023 filing to $253K in the plan year 2024 filing.
  • Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan reported participants fell from 169 in the plan year 2023 filing to 141 in the plan year 2024 filing.
  • Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 591453706 · Bay Village of Sarasota Inc. PY 2024 · Other

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan · $4M · 141 · 36th

  • TYPE $4M
  • NET 141
  • BOOK 36th
  • VS-ST Other
  • BOY near Community Health Alliance Retirement Plan
  • SCH ind #6363

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Florida →

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan in the asset neighbourhood

Community Health Alliance Retirement PlanCommunity Health Alliance Re…$4MRetirement Plan of Granite State Independent LivingRetirement Plan of Granite S…$4MBay Village of Sarasota Inc. Tax Sheltered Annuity 403b PlanBay Village of Sarasota Inc.…$4MTockwotton Home Retirement Savings PlanTockwotton Home Retirement S…$4MGoodwill Industries Sacramento Valley & Northern Nevada 403(b) Retirement PlanGoodwill Industries Sacramen…$4M
End-of-year total assets ($M) among Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$253K
Employer EIN591453706
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Village of Sarasota Inc.)

Sponsor-wide plan assets over time

All Bay Village of Sarasota Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.672380999842193% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.01M $3.57M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 134 $3M
2023 1 169 $3M
2024 1 141 $4M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan, Total assets ($B): 0.003572009 · Participants: 141Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan vs. nearby Other plans in Florida, assets vs. participants

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Community Health Alliance Retirement Plan in OH ($4M); by covered participants it is Smw Engineering Group, Inc. 401(k) Plan in AL (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan assets move in 2024?
Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan grew at a solid clip - up 7.6% during 2024, from $3M to $4M. Reported net income was $253K.
How have Bay Village of Sarasota Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bay Village of Sarasota Inc.'s sponsor-wide assets grew 18.7%, from $3M to $4M.
Which Other plans are similar in size to Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan?
Among Other plans in other states, the closest by assets is Community Health Alliance Retirement Plan in OH ($4M, 176 participants).
Which Other plans cover a similar participant headcount to Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan?
Among Other plans in other states, the closest by covered participants is Smw Engineering Group, Inc. 401(k) Plan in AL (141 participants, $2M in assets).